RBB-IMPERIA RELATIONSHIP MANAGER

Job description

**Role Description** **Job Title** RBB-Imperia Relationship Manager **Business Unit** Retail Branch Banking **Reporting To** Branch Manager **Job Function and Role Type** Sales & Portfolio Management, Individual Contributor, Moderate Travel **Version No** **Job Purpose** Responsible for acquiring and managing HNI customers under the Imperia program, enhancing relationship profitability through cross-selling, portfolio growth, and retention. Serve as a single point of contact for financial needs, increasing wallet share and overall relationship value. **Key Responsibilities** **HNW Portfolio Management** **Liaise With PB/Preferred RM To Identify Eligible Customers.** Acquire new customers meeting product criteria. Enhance portfolio value and maintain hygiene parameters. Cross-sell bank products based on customer needs. Achieve monthly and yearly revenue targets. **Operations, Marketing & Processes** Ensure error-free documentation for account opening and instructions. Adhere to KYC/AML norms and 5-S workstation standards. Increase wallet share and cross-sell bank products. Enhance Income Generating Product Group Holding (IPGH). **Customer Service** Deliver quality customer service and resolve queries within TAT. Inform customers of regulatory or process changes. Promote direct banking channels for customer convenience. Ensure smooth portfolio handover and backup support. **Education** Graduation required; Post-Graduation preferred. **Certifications** AMFI Certification, IRDA Certification, NRI Product Knowledge. **Key Competencies** Sales and influencing skills, banking product knowledge, planning and organizing, communication skills, knowledge of competition and trends. **Major Stakeholders** Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.